HDFC Low Duration Fund - Direct Plan - Growth vs Tata Focused Fund-Direct Plan-Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HDFC Low Duration Fund - Direct Plan - Growth appears stronger based on the metrics provided, boasting a higher star rating of 5 and significantly better returns with a 3Y CAGR of 14.53% and a 5Y CAGR of 14.75%, compared to Tata Focused Fund-Direct Plan-Growth, which has a 3Y CAGR of 7.72% and a 5Y CAGR of 8.38%. However, this comes with a tradeoff as HDFC Low Duration Fund has a lower expense ratio of 0.75% versus Tata Focused Fund's 0.93%, but the latter has a much smaller AUM of ₹1624 Cr. For investors deciding between the two, HDFC Low Duration Fund may offer better growth potential, but they should consider the higher AUM and lower expense ratio of HDFC as a factor in their decision.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | Tata Focused Fund-Dire... |
|---|---|---|
| NAV | ₹2166.94 | ₹23.73 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 0.93% |
| AUM | ₹108,546 Cr | ₹1,624 Cr |
| 1M Return | -3.33% | -4.86% |
| 3M Return | -3.31% | -7.17% |
| 6M Return | +1.02% | -2.86% |
| 1Y Return | -3.32% | -7.91% |
| 3Y CAGR | +14.53% | +7.72% |
| 5Y CAGR | +14.75% | +8.38% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Rupesh Patel |